According to Gracy Chen @Bitget, while adding cryptocurrencies like BTC and ETH to corporate balance sheets can temporarily boost stock prices, this approach is fundamentally different from developing crypto-native infrastructure and products. Gracy Chen emphasizes that regulators are likely to scrutinize companies whose business models rely solely on holding crypto assets, highlighting the importance of trading trends rather than long-term dependence on balance sheet holdings (source: @GracyBitget).

According to The Kobeissi Letter, the market responded positively to the significant reduction in tariffs on Apple's AAPL, dropping from 145% to 20%. This adjustment is likely to impact Apple's stock price favorably, offering traders a potential buying opportunity. The reduction could also influence Apple's revenue forecasts and global market position, making it a critical focus for investors. Traders should watch for shifts in trading volumes and price action as the market digests this news.